PREVENTIVE MAINTENANCE OPTIMIZATION CHECKLIST

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--- ASSET IDENTIFICATION & PRIORITIZATION ---
[ ] Asset Count (Total)
[ ] Asset Count (Critical - High Risk)
[ ] Asset Count (Critical - Medium Risk)
[ ] Asset Count (Non-Critical)
[ ] Risk Assessment Methodology Used (FMEA, HAZOP, Bowtie Analysis, Other (Specify))
[ ] Justification for Critical Asset Designation (For Top 5)
[ ] Criteria Used for Asset Prioritization (Safety, Production Downtime Impact, Repair Cost, Environmental Impact, Regulatory Compliance)
[ ] Asset Register / Inventory List
[ ] Date of Last Asset Prioritization Review

--- CURRENT PM PROGRAM REVIEW ---
[ ] Overall Description of Current PM Program
[ ] Total Number of PM Tasks Scheduled
[ ] PM Scheduling Method (Time-Based, Meter-Based, etc.) (Time-Based, Meter-Based, Manufacturer Recommendations, Other (Specify))
[ ] Types of PM Tasks Currently Performed (Select all that apply) (Lubrication, Inspection, Cleaning, Calibration, Replacement of Consumables, Testing, Other (Specify))
[ ] Average Downtime per Equipment Failure (Hours)
[ ] Method for tracking PM Completion (CMMS, Spreadsheet, Paper Records, Other (Specify))
[ ] List equipment with PM frequency exceeding manufacturer recommendations and reason

--- DATA COLLECTION & ANALYSIS ---
[ ] Average MTBF (Mean Time Between Failures) for Critical Assets
[ ] Average MTTR (Mean Time To Repair) for Critical Assets
[ ] Total Maintenance Costs (Labor + Materials) per Year
[ ] Summary of Recent Failure Analysis Reports
[ ] Condition Monitoring Technologies Currently Used (e.g., Vibration Analysis, Infrared Thermography) (Vibration Analysis, Infrared Thermography, Oil Analysis, Ultrasonic Testing, None)
[ ] Date of Last Comprehensive Equipment Performance Review
[ ] Data Sources Currently Used for Maintenance Information (CMMS (Computerized Maintenance Management System), Work Order Records, Equipment Logs, Operator Reports, External Supplier Data)
[ ] Upload Historical Work Order Data (CSV or Excel)

--- TASK OPTIMIZATION & MODIFICATION ---
[ ] Is the current PM task truly preventative, or mostly reactive? (Preventative, Reactive, Unsure)
[ ] Current PM Frequency (e.g., days, weeks, months)
[ ] Recommended PM Frequency (based on analysis)
[ ] Justification for frequency change (if applicable)
[ ] Does the current PM task require a specialized tool or skill? (Yes, No, Unsure)
[ ] Which components are inspected during this PM task? (Lubrication, Filters, Belts/Chains, Electrical Connections, Sensors, Hydraulic Lines, Other (specify in LONG_TEXT))
[ ] If 'Other' selected for components, please specify:
[ ] Is the current inspection method adequate? (Yes, No, Unsure)
[ ] Recommendations for improving the PM task:

--- CONDITION MONITORING IMPLEMENTATION ---
[ ] Identify Initial Equipment for Condition Monitoring (Critical Equipment with High Failure Rates, Equipment with High Downtime Impact, Equipment with Limited Accessibility, Equipment with Complex Systems)
[ ] Select Condition Monitoring Technologies (Vibration Analysis, Infrared Thermography, Oil Analysis, Ultrasonic Testing, Motor Current Signature Analysis (MCSA), Pressure Monitoring, Temperature Monitoring)
[ ] Initial Sensor Placement Count
[ ] Target Implementation Date for Sensors
[ ] Justification for Sensor Selection
[ ] Data Collection Frequency (Continuous, Daily, Weekly, Monthly)
[ ] Equipment Layout/Schematic
[ ] Acceptable Threshold for Early Warning

--- RESOURCE ALLOCATION & TRAINING ---
[ ] Number of Maintenance Technicians Currently Assigned
[ ] Average Maintenance Technician Skill Level (1-5, 1=Entry, 5=Expert)
[ ] Current Allocation of Maintenance Technicians by Equipment Type (Machinery, Electrical, Pneumatics, Hydraulics, Utilities, Other (Specify))
[ ] Description of Current Training Programs for Maintenance Staff
[ ] What areas of training are needed to improve efficiency and effectiveness? (PLC Programming, Hydraulic Systems, Electrical Troubleshooting, Predictive Maintenance Technologies, Root Cause Analysis, Other (Specify))
[ ] Date of Last Maintenance Staff Skills Assessment
[ ] Budget Allocation for Maintenance Training (Annual)
[ ] Notes on resource constraints impacting PM optimization (e.g., staffing shortages, budget limitations)

--- DOCUMENTATION & REPORTING ---
[ ] Summary of Optimization Changes
[ ] Estimated Cost Savings (Annual)
[ ] Reduction in Downtime (Hours/Year)
[ ] Reporting Frequency (PM Optimization Review) (Monthly, Quarterly, Annually)
[ ] Date of Last PM Program Review
[ ] Supporting Data (e.g., Failure Analysis Reports)
[ ] Key Performance Indicators (KPIs) Tracked
[ ] Document Control Status (Draft, Approved, Revised)
[ ] Document Version Number

--- CONTINUOUS IMPROVEMENT & REVIEW ---
[ ] Last Review Date
[ ] Frequency of Review (in months)
[ ] Summary of Review Findings
[ ] Areas of PM Program needing further investigation/improvement (Task Frequency, Task Procedures, Spare Parts Management, Condition Monitoring Techniques, Training Requirements, Documentation Accuracy)
[ ] Action Items Identified during Review
[ ] Target Completion Date for Action Items
[ ] Overall PM Program Health (Post-Review) (Excellent, Good, Fair, Needs Improvement)
[ ] Reviewer Name
[ ] Reviewer Signature

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